Transaction import from Wells Fargo paused. Please visit our status page for more details and to subscribe to updates.
Deep Dive: Submit and Approve
Submit and Approve is a simple workflow where all reports are submitted to a single user for approval.
What happens after submission? The report state becomes Processing and it will be sent to the user indicated in Submit reports to for approval. When the user approves the report, the state will become Approved.
Who should use this workflow? This mode should be used where the same person is responsible for approving all reports for your organization. If submitters have different approvers or multiple levels of approval are required then you will need to use Advance Approval.